Create a Callingly agent from a OneDrive profile
A completed profile can move straight into agent setup.
Trigger
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Action
Create Agent
Tool to create a new agent. use when you need to register an agent in callingly after gathering their account id and contact details.
Why this helps
New hires wait when profile documents and calling access are handled separately.
- Speeds agent onboarding
- Checks required details consistently
- Reduces duplicate entry
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Callingly in Notis once.
- 2Create an automation describing the profile validation and agent creation outcome.
- 3Pick the OneDrive File Created trigger.
- 4Choose a report channel for created or skipped agents.
- 5Test with one completed profile file.
Questions about this workflow
Can it skip incomplete profiles?
Yes. Tell Notis which details are required and report missing information.
Can it check for an existing agent first?
Yes. Include a duplicate check using the available agent details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Callingly. A trigger fires from one place; an action lands in another.
One drive triggers
Callingly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Activate/Deactivate Client Account
Tool to activate or deactivate a client account. use when you need to toggle client access after onboarding or offboarding. example: "activate client 123" or "deactivate client 456".
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Agent
Tool to create a new agent. use when you need to register an agent in callingly after gathering their account id and contact details.
Onedrivebasetrigger
Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.
Create Outbound Call
Tool to create a new outbound call record. use after gathering call and lead details.
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Create Client
Tool to create a new client. use when adding a new client to your callingly account.
File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
Create Team
Tool to create a new team. use when setting up a team configuration before adding agents.
OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Create Webhook
Tool to create a new webhook for call or lead events. use when you need to receive real-time notifications on specific events. example: "create a webhook for call completed events to http://example.com/callback".
OneDrive Item Deleted Trigger
Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Delete Agent
Tool to delete an agent. use when permanently removing an agent after confirming the agent id.
Item Moved or Renamed
Triggers when a file or folder is moved to a different path or renamed in OneDrive. Includes both old and new path/name data in the payload.
Delete Client
Tool to delete a client. use when you need to remove an existing client from your account after confirming its id.
Connect any two apps with Notis in the middle.
One drive and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Callingly.